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Carolinas Wealth Consulting’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Carolinas Wealth Consulting’s Portfolio MOTI Stock Details MOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-153
Closed -$5.09K – 591
2025
Q1 		$5.09K Hold
153
– – ﹤0.01% 604
2024
Q4 		$4.64K Sell
153
-89
-37% -$2.92K ﹤0.01% 653
2024
Q3 		$8.48K Hold
242
– – ﹤0.01% 587
2024
Q2 		$7.59K Hold
242
– – ﹤0.01% 598
2024
Q1 		$7.53K Buy
+242
New +$7.34K ﹤0.01% 599

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Carolinas Wealth Consulting's MOTI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2025, closing a stake of 153 shares — an estimated $5.09K sold.

Carolinas Wealth Consulting first reported a position in MOTI in Q1 2024 and held it in 5 quarters. The position peaked at $8.48K in Q3 2024. 66 funds tracked by Wall St. Rank hold MOTI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 153 VanEck Morningstar International Moat ETF shares in Q2 2025, an estimated $5.09K.
  • Carolinas Wealth Consulting first reported a position in VanEck Morningstar International Moat ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's VanEck Morningstar International Moat ETF position peaked at $8.48K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.